Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: Getting by on just $400,000 a year.      

2.   Our quote this week is about giving.

3.   How do I support Israel/Jewish people with my investments during this time of rising antisemitism.

4.   My wife and I max out our retirement accounts. Should we buy permanent life insurance for more tax deferred savings?

5.   I see I have a 457f plan at work. What is that? I never heard of that before.

6.   Rationalizing the costs of going to Baha Mar on vacation.

7.   Should I buy a Braun shaver even though it was made in German?

8.   Timely & Actionable Idea: How to have an impact with your portfolio by excluding exposure to countries that have a history of poor human rights.

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, we are joined by Matthew E. Rappaport, Esq., LL.M.  of Falcon Rappaport & Berkman LLP based in Long Island, New York. Matthew will be discussing “Tax Issues with Distressed Real Estate.”

By way of background, this timely discussion will provide a comprehensive overview of distressed real estate transactions, focusing on their tax implications and strategic considerations. Key topics that will be covered include debt restructuring and the tax treatment of foreclosures, sales, and deed-in-lieu transactions. Matt will also explore how bankruptcy, solvency/insolvency, and receiverships affect the tax treatment of various distressed real estate transactions. Additionally, Matthew will highlight the application of §1031 exchanges in distressed real estate, assessing their feasibility based on various factors.

***UPCOMING LIVE WEBINAR: on Thursday, September 18th @ 8:30am (New York time) featuring Bruce D. Steiner, Esq., LL.M., Of Counsel at Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be speaking on “Snowbird Domicile and Choice Of Law.” Register here: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: Part 2 of the account hierarchy   

2.   Our quote this week is from Teddy Roosevelt about the man in the arena

3.   Thoughts on target outcome ETFs. My advisor is recommending them to my parents and I want to hear your perspective

4.   I just turned 40, but have virtually no savings. Baruch Hashem I now have extra cash flow that I don't need to just pay my bills. Any suggestions on what I can do now to catch up financially?

5.   I'm 24 and just started working. I’m trying to figure out the optimal investment strategy to increase my net-worth. What would you suggest?

6.   I’m mid-career and my siblings have been encouraging my family to make aliyah. I get the importance of people moving to Israel, but I’m not sure how I would make money there. Is it irresponsible to move to Israel with three kids and no job/career in Israel?

7.   What are your thoughts on the bipartisan effort to cap credit card rates at 10%?

8.   Timely & Actionable Idea: How to develop the right perspective around money

***UPCOMING LIVE FALL WEBINAR: On September 18th @ 8:30am on “Snowbird Domicile and Choice Of Law” featuring Bruce Steiner, Of Counsel at Kleinberg, Kaplan based in New York. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: The account hierarchy

2.   Our quote this week is an anonymous quote and provided inspiration on how to start a new venture

3.   Now that you are 40, in retrospect, is there anything you would do differently to put you on better financial footing?

4.   A neurosurgeon, private equity investor, and corporate attorney gave me investment advice. What are your thoughts on what they suggested?

5.   Is owning multiple homes greedy?

6.   I want to save money for retirement. How do I save the most money in my retirement accounts and give nothing to my employees in terms of a match?

7.   I’ve heard you say that a home is a bad investment, but a friend said that you need to live somewhere so isn’t it actually a really good investment when you take that into account.

8.   Timely & Actionable Idea: Understanding what it means to leave a legacy

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: 5 strategies to panic prudently during a market downturn

2.   Our quote this week is from J.P. Morgan on betting on America

3.   I’m retiring this year (or planning to). With the market choppy I am terrified about retiring and outliving my funds. Any strategy you recommend? For context, I have $2.1 million in cash.

4.   I dollar cost average twice a month. Would you advise that I delay my next contribution until the market is less choppy and to see what transpires from the Putin/Trump meeting in Alaska?

5.   I successfully timed the market this year and avoided the market drop due to reciprocal tariffs. I can time the market. What do you have to say to that?

6.   Will tariffs increase inequality?

7.   I’m looking to grow my business and see you post a lot on social media. Are you using some kind of marketing consultant for this or was it all your own initiative?

8.   Timely & Actionable Idea: Implementing a framework for giving

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: How to manage a financial windfall

2.   Our quote this week is from Johnny Depp on paying for privacy  

3.   Given Trump's obsession with tariffs, and the markets recent plunge, do you think the market will recover? How long will it take?

4.   I’m 67 years old and want to buy my dream home in a new development just outside of Jerusalem. Should I spend about 40% of my liquid net worth to do so?

5.   I’m 65 and inherited $650,000. My question is if I’m too old to invest in the stock market?

6.   What are your thoughts/forecast on commercial real estate as an asset class?

7.   Where does sports betting fit into my investment strategy?

8.   Timely & Actionable Idea: The folly over fighting over an inheritance

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: Timeless Financial Wisdom From Mishlei (Proverbs)

2.   Our quote this week is from Peter Lynch on anticipating market corrections.

3.   Does spending money to go away for Pesach offer a good Return On Investment (ROI)?

4.   Instead of using an Israel based ETF, should I buy the top ten holdings in that market?

5.   My parents are gifting money to every member of my family. How should we allocate these funds most prudently?

6.   Is it tacky to suggest my kid’s friend’s parents make contribution to my child’s 529 account instead of giving presents?

7.   Are there any morning routines or life hacks that you notice from your most successful clients that you can share that may be helpful to people early in their career?

8.   Timely & Actionable Idea: The folly of not understanding the true limitations of money.

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: Overcoming Antisemitism By Investing In Your Jewishness

2.   Our quote this week is from Charlie Munger on avoiding big mistakes.

3.   The Yeshiva where I send my kids is raising tuition by 10%, which is outrageous. How do we get Yeshivas to stop raising the price of tuition?

4.   Is moving to Israel a smart financial decision?

5.   What type of retirement account should I set up for my business?

6.   Aren’t you embarrassed that you consistently give wrong advice?

7.   Is Social Security taxed in Israel?

8.   Timely & Actionable Idea: Getting the goal posts to stop moving.

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Martin M. Shenkman of Shenkman Law, who will discuss a the “One Big Beautiful Bill Act: Overview & Planning Ideas.”

By way of background, the Big Beautiful Bill, or The One, Big, Beautiful Bill, or OBBBA was passed on July 3 and President Trump signed the bill into law on July 4th. The House and Senate each passed the BBB by razor thin margins with most votes on party lines. The bill is massive in terms of spending, tax changes and more. Some of the changes, with a particular focus on estate planning, will be reviewed below. The focus will be on what some of the Big Beautiful Bill changes mean to your estate plan.

In very general terms the Big Beautiful Bill extends many of the expiring provisions from the 2017 Trump tax cuts contained in the Tax Cuts and Jobs Act. It enacts several Trump campaign promises and tax priorities (e.g., “no” taxes on certain tips and overtime pay). The Big Beautiful Bill ends many clean energy tax incentives. This episode will cover a variety of ways this bill impacts your financial and estate plan.

***UPCOMING LIVE WEBINAR: on Thursday, September 4th @ 8:30am (New York time). If you are not currently on my webinar distribution list and would like to be notified of my upcoming live webinars, feel free to e-mail me with the word “webinar” in the subject line OR go to www.parkbridgewealth.com/webinars to be added to my webinar distribution list.***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

Talking points: Making Yeshiva Tuition More Affordable: It’s Simple, But Not Easy

1.   Our quote this week is from Bejamin Graham on an investor’s chief problem

2.   Trump’s tariffs have caused the market to go into a freefall after Liberation Day. While the market has bounced back, I’m wondering given all the tariff related news headlines, should I be nervous? Will this impact my wallet? If so, how badly?

3.   Every Purim my wife and I have a debate whether to spend the typical $5,000 - $7,000 on costumes, shalach manot, and a large seudah or if we should tone it down this year. Any thoughts on this?

4.   Would you recommend an S&P 500 fund or a target date fund?

5.   I received a $100,000 bonus. Where does it make sense to invest it right now in the current economic environment?

6.   I have a pretty large stock position and want to get out of it, but the tax consequences will be massive. Any suggestions?

7.   Timely & Actionable Idea: Understanding that the investment landscape has become democratized.

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.